Curi Wealth Management’s HubSpot HUBS Stock Holding History

Curi Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4	Closed	-$1K	–	412
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	564
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	483
2021 Q4	$2K	Buy	+4	New	+$3.03K	﹤0.01%	418

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curi Wealth Management's HUBS Position: Q3 2022 in Review

Curi Wealth Management sold out of HubSpot (HUBS) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in HUBS in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 567 funds tracked by Wall St. Rank hold HUBS as of Q3 2022.

Curi Wealth Management reported no remaining HubSpot position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 4 HubSpot shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in HubSpot in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's HubSpot position peaked at $2K in Q4 2021.
567 funds tracked by Wall St. Rank held HubSpot as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.